We are one of the largest SMA managers in
the U.S.*

Since 1998, we’ve been providing customized investment strategies for SMA investors.

Featured SMA strategies

Parametric Custom Core

Market-like equity returns, active tax management and customization

Strategy Overview about Parametric Custom Core

Parametric Custom Core Solutions

Parametric TABS Municipal Ladders

Focused on maximizing after-tax income and managing interest rate risk

Strategy Overview about Parametric TABS Municipal Ladders

Municipal Bond Market Insight

Parametric Laddered Bond Strategies

Calvert U.S. Small Cap Strategy

Offers exposure to a diversified portfolio of quality U.S. companies judged to be adequately managing their material ESG risks and opportunities.

Strategy Overview about Calvert U.S. Small Cap Strategy

Eaton Vance Atlanta Capital High Quality Focused Growth

Seeks long-term growth by investing in high quality large-cap companies with a demonstrated history of consistent growth and stability in earnings

Strategy Overview about Eaton Vance Atlanta Capital High Quality Focused Growth

Tools

Parametric Advisor Tools

Parametric Advisor Tools
Calculator Tools

Investment Tax Calculator
Ladder Tools

Laddered Investing Interest Rate Scenario Tool

Explore all of our separately managed strategies

We offer a full range of separately managed strategies that you won’t find everywhere- including equity, fixed income, multi-asset, responsible investing and alternatives.

 

*This strategy is closed to new investors.

  • Calvert Responsible Allocation Strategies
  • Parametric Custom Multi-Asset
  • Calvert U.S. Large-Cap Value Responsible Index
  • Calvert U.S. Mid-Cap Core Responsible Index
  • Calvert U.S. Small Cap
  • Calvert’s ESG Research Global Developed Markets Equity Leaders
  • Calvert’s ESG Research Global ex-U.S. Developed Markets Equity Leaders
  • Calvert’s ESG Research U.S. Large-Cap Equity Leaders
  • Parametric Custom Core®
  • Parametric Custom Multi-Asset
  • Parametric U.S. Corporate Ladders

Parametric Option Programs

  • Parametric DeltaShift®
  • Parametric Dynamic Hedged Equity
  • Parametric Dynamic Put Selling (DPS)
  • Parametric Option Absolute Return Strategy (OARS)
  • Parametric Portfolio DeltaShift®
  • Parametric Risk-Managed Put Selling (RPS)
  • Parametric Tax Managed Portfolio DeltaShift

Videos

Blogs

Visit the Eaton Vance and Parametric blogs for timely insights on the issues that matter most to advisors and their clients.

Eaton Vance Advisory Blog
PARAMETRIC BLOG

*Source: Cerulli Associates: The Cerulli Edge - U.S. Managed Accounts Edition. Based on AUM of Parametric Portfolio Associates, Morgan Stanley Investment Management, Atlanta Capital Management Co. and Eaton Vance among Separate Account Consultant Program Asset Management Groups, as of Q3 2023.

Advisory services described may be provided by Eaton Vance brands: Parametric Portfolio Associates LLC, Eaton Vance Management, Calvert Research and Management or Atlanta Capital Management Company, LLC; each an SEC-Registered Investment Adviser. Certain Calvert SMA strategies are only available through advisory services provided by Calvert affiliates, including Parametric Portfolio Associates LLC and Atlanta Capital Management Company, LLC. Please contact Calvert for additional information about these strategies.